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    • CALPERS IS TURNING TO PRIVATE EQUITY & LEVERAGE TO BOOST RETURNS & REDUCE RISK

      CALPERS IS TURNING TO PRIVATE EQUITY & LEVERAGE TO BOOST RETURNS & REDUCE RISK 12-06-2021

      "To me, this highlights the biggest challenge that institutional investors have, which is achieving a rate of return that will meet their investment ...

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    • LOSING HER FATHER ON 9/11 LED THIS WOMAN TO HELP PEOPLE MANAGE THEIR MONEY

      LOSING HER FATHER ON 9/11 LED THIS WOMAN TO HELP PEOPLE MANAGE THEIR MONEY 12-03-2021

      In the weeks after 9/11, the family's friends rallied around Chloe and her mother. When one of them asked about the family's financial situation, it ...

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    • NOVEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE

      NOVEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 12-01-2021

      Global equities posted negative returns in November, with the MSCI ACWI IMI down -2.7%, the S&P 500 down -0.7%, and non-US developed equity markets ...

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    • LOOKING TO DIVERSIFY? THINK REAL ESTATE

      LOOKING TO DIVERSIFY? THINK REAL ESTATE 11-29-2021

      "Yale has significant material advantages that very few investors have," says Michael Rosen. "It's not quite so simple for investors to replicate what ...

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    • STAY INVESTED & RIDE OUT MARKET VOLATILITY

      STAY INVESTED & RIDE OUT MARKET VOLATILITY 11-19-2021

      Michael Rosen says to stay invested as there is a strong economy and an accommodative Fed. Regarding inflation, he believes that the Fed is playing ...

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    • TIS ALMOST THE SEASON: THE HOLIDAY GIFTS FINANCIAL ADVISORS ARE GIVING CLIENTS

      TIS ALMOST THE SEASON: THE HOLIDAY GIFTS FINANCIAL ADVISORS ARE GIVING CLIENTS 11-17-2021

      Were sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. Its identified by what the staff and our ...

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    • BEACH READING

      BEACH READING 11-12-2021

      I was expecting this to be a Fireside Reading post, but we are having a heat wave in Southern California that is sending me to the beach. So here are ...

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    • ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT

      ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 11-08-2021

      In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantlyrnclear that the quality of our team is not only one ...

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    • BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE

      BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 11-01-2021

      While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our ...

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    • OCTOBER 2021 GLOBAL MARKET INDEX PERFORMANCE

      OCTOBER 2021 GLOBAL MARKET INDEX PERFORMANCE 11-01-2021

      Global equities posted strong returns in October, with the MSCI ACWI IMI up 4.9%, the S&P 500 up 7.0%, and non-US developed equity markets up 2.5% ...

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    • BASKETBALL IS LIFE

      BASKETBALL IS LIFE 10-28-2021

      The last commencement address I gave was in 1978. No one remembers what I said. I know this for three reasons:1. I don't remember what I said2. No ...

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    • WHY GRANTORS SHOULD FOCUS ON CAPACITY-BUILDING TO SCALE IMPACT

      WHY GRANTORS SHOULD FOCUS ON CAPACITY-BUILDING TO SCALE IMPACT 10-26-2021

      Of all the ways grantors can help nonprofits scale impact, capacity-building is the most effective over the long term. Grantors often think about ...

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    • WEST TAKES EAST: HARRY GRAND AND AWMS TRIUMPHANT CHARGE INTO NYC

      WEST TAKES EAST: HARRY GRAND AND AWMS TRIUMPHANT CHARGE INTO NYC 10-21-2021

      From a temporary office as a solo show, Grand has grown the NYC office significantly, in client relationships, assets and talent, bringing aboard four ...

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    • TAX-SAVVY WEALTH MGMT. SURGES IN IMPORTANCE FOR FINANCIAL ADVISORS & CLIENTS

      TAX-SAVVY WEALTH MGMT. SURGES IN IMPORTANCE FOR FINANCIAL ADVISORS & CLIENTS 10-15-2021

      Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. Financial advice and tax planning both ...

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    • 3RD QUARTER 2021 - ETERNITY IN AN HOUR

      3RD QUARTER 2021 - ETERNITY IN AN HOUR 10-05-2021

      One day, after school, Pablo strolled along La Rambla, the wide, tree-lined pedestrian street that runs from the harbor to the Placa de Catalunya, ...

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    • SEPTEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE

      SEPTEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 10-01-2021

      Global equities posted negative returns in September, with the MSCI ACWI IMI down -4.0%, the S&P 500 down -4.7%, and non-US developed equity markets ...

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    • FEE ANALYSIS: MAPPING FOR A BETTER FUTURE

      FEE ANALYSIS: MAPPING FOR A BETTER FUTURE 09-27-2021

      High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. ...

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    • SOLAR & WATER SHORTAGES MAY DEFINE FUTURE BUT DOESN'T MAKE THEM GOOD INVESTMENTS

      SOLAR & WATER SHORTAGES MAY DEFINE FUTURE BUT DOESN'T MAKE THEM GOOD INVESTMENTS 09-22-2021

      Its great to identify sectors with great demand, and the structural demand for those two sectors seems right for a long period of time, said Michael ...

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    • ANGELES INVESTMENTS ADVISORS APPOINTS SAPNA SHAH AS MANAGING DIRECTOR

      ANGELES INVESTMENTS ADVISORS APPOINTS SAPNA SHAH AS MANAGING DIRECTOR 09-21-2021

      Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio ...

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    • HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN

      HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN 09-11-2021

      For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. That began to change as she was sitting in her high school French class in ...

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    • COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE.

      COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE. 09-02-2021

      Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barrons ...

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    • OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE

      OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE 09-02-2021

      The traditional 60/40 portfolio has served investors well, but it has reached its expiration date. In an Op-ed for CNBC, Angeles CIO Michael Rosen ...

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    • 1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE

      1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE 09-01-2021

      With many asset managers predicting lower market returns in the next decade, hedge funds that charge high fees and need high returns to justify them ...

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    • TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME

      TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME 09-01-2021

      Pensions are moving away from core fixed income as they seek to make a tradeoff between volatility and yield, said Michael Rosen, principal and CIO at ...

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  • COPYRIGHT © 2021
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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